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BENEFICIARY DESIGNATION FORM INSTRUCTIONS / INFORMATION ONLY Participants of the Hanford Employee Welfare Trust (HEAT), and/or Site Wide Pension and Savings Plans INTRODUCTION These instructions are

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How to fill out beneficiary designation form instructions

01

Obtain the beneficiary designation form from your financial institution or employer.

02

Fill out your personal information including your full name, address, and contact information.

03

Specify the details of the beneficiaries including their full names, relationship to you, and percentage of the assets they should receive.

04

Review the form carefully to ensure accuracy and completeness.

05

Sign and date the form in the designated areas.

06

Submit the completed form to the appropriate party as instructed.

Who needs beneficiary designation form instructions?

01

Anyone who has a retirement account, life insurance policy, or other financial assets that allow for beneficiary designations needs beneficiary designation form instructions.

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What is beneficiary designation form instructions?

Beneficiary designation form instructions provide guidance on how to designate beneficiaries for assets such as retirement accounts or life insurance policies.

Who is required to file beneficiary designation form instructions?

Individuals who hold assets that require beneficiary designations are required to file beneficiary designation form instructions.

How to fill out beneficiary designation form instructions?

To fill out beneficiary designation form instructions, one must follow the specific guidelines provided by the financial institution or insurance company.

What is the purpose of beneficiary designation form instructions?

The purpose of beneficiary designation form instructions is to ensure that individuals properly designate beneficiaries for their assets and to facilitate the distribution of assets upon their death.

What information must be reported on beneficiary designation form instructions?

Beneficiary designation form instructions typically require information such as the name, date of birth, relationship to the account holder, and percentage allocation for each beneficiary.

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